HoneyBook + Keeper
Manage new HoneyBook projects by creating clients in Keeper
Ensure a seamless workflow between HoneyBook and Keeper with this automation. As soon as a new project is booked in HoneyBook, a client profile is instantly created in Keeper. This connection enables effective client management, saving you time and enhancing productivity. Allowing you more time to focus on your crucial tasks.
Ensure a seamless workflow between HoneyBook and Keeper with this automation. As soon as a new project is booked in HoneyBook, a client profile is instantly created in Keeper. This connection enables effective client management, saving you time and enhancing productivity. Allowing you more time to focus on your crucial tasks.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Client
Creates a new client in Keeper.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Client Properties Update
Triggers when client properties are modified.
Try It
